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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,260 | $202,342-41.1% | $172,753-31.0% | $152,909-22.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.49% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-321.0pp |
| Employer contribution / active EE | $2,465 | $5,857-57.9% | $5,144-52.1% | $4,764-48.3% |
| Participant deferral / active EE | $5,437 | $5,948-8.6% | $5,198+4.6% | $5,851-7.1% |
| Admin fee / account holder | $1,593 | $17,112-90.7% | $13,956-88.6% | $11,601-86.3% |